Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

06 December 2020 } // // other actions you want to do after all quotes looped through // } Save your function and click on "Done" to ensure it's all saved in the system. Create the workflow Now go to a the "Design" mode of the report that contains the forms you want to...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 The important fields I wanted were some custom fields within the line items subform. Here I'm adding the parameters to ensure we get CRM records that are also pending approval or being converted. m_Params = Map(); m_Params.put("approved","both");...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Windows OS: Alt Codes / Symbols / Special Charactershttps://www.joellipman.com/articles/microsoft/windows-os/windows-os-alt-codes-symbols-special-characters.html

03 June 2021 but there will be times when you have lost the formatting and get weird question mark characters instead such as: . How? Ensure you are using the numbers on your numeric keypad and NOT the numbers at the top of your keyboard for the following steps....

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: *

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 this having the fields "Ref, Item, SKU, Description, Quantity, RRP, Discount, Total". Add the subform to your document and ensure that none of the fields have a slightly transparent red background (if they do, then add the field again and delete the one...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Change Radio into Tabshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-change-radio-into-tabs.html

22 October 2021 v_Css = v_Css + ""; input.Note_CSS = v_Css; Yields Then I need to get rid of the circles (radio inputs) but ensure the labels are still visible (I can hide all labels in this group except for those with class "choice-label-text"): v_Css = ""; v_Css =...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Inventory: Enable Tracking using the APIhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-enable-tracking-using-the-api.html

04 May 2023 How? So the quick answer is one missing parameter to send through which is "item_type=inventory"... A little longer, is do ensure you have Zoho Inventory enabled. But to flesh that out a little more along with setting the other options under "Advanced...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field lengths match. In this case, they are system fields for the Postal Code which out-of-the-box...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 Using the "Standard" layout, let's simply create a new pipeline by clicking the button in the top right. For this demo, we ensure there are at least 2 pipelines: "Hire Pipeline", and "Sales Pipeline". Setup: the Client Script Login to ZohoCRM as a...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

15 April 2024 to retrieve every product from the WooCommerce system. API connection in WooCommerce So we need to get an API connection to ensure we get all the products. This involves getting a consumer_key and a consumer_secret. Login to the administrator's section...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 frequency, and timezone. While you're here, click on "Connections" at the top of the IDE (where you paste the code) and ensure you setup a Connection that does NOT use the credentials of the logged-in user and has as scope ZohoAnalytics.metadata.read....

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Workdrive: Getting Team Folder IDhttps://www.joellipman.com/articles/crm/zoho/zoho-workdrive-getting-team-folder-id.html

11 September 2024 Getting the team folder information Use the team_folder_ID or if it is a subfolder, then use the team_subfolder_id Ensure the scope for your connection includes WorkDrive.teamfolders.READ and note that header has to be added otherwise you get a blank...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Remove Duplicate Product Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

07 March 2025 ]; l_MatchedProducts = ifnull(r_CoqlMatchedProducts.get("data"),List()); for each m_Result in l_MatchedProducts { // ensure we are looping through results and not a search error if(!isNull(m_Result.get("id"))) { v_CountTotal = v_CountTotal + 1; // //...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

13 March 2025 unreachable, then click Save. Enter your Notification Endpoint URL, which must use 'https' and be accessible to you, and ensure it can respond to eBay's validation challenge code. In the Verification token field, enter a unique 32–80 character token...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *